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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,493 | $159,934-66.6% | $147,005-63.6% | $145,959-63.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.14% | 98.24%-77.1pp | 418.76%-397.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $5,049 | $5,287-4.5% | $4,934+2.3% | $4,661+8.3% |
| Participant deferral / active EE | $13,206 | $8,427+56.7% | $8,070+63.6% | $6,689+97.4% |
| Admin fee / account holder | $3,204 | $15,053-78.7% | $13,006-75.4% | $13,398-76.1% |